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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,615,325 | $162,529+1509.1% | $130,788+1899.7% | $154,746+1590.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.41% | 510.48%-490.1pp | 386.44%-366.0pp | 172.34%-151.9pp |
| Employer contribution / active EE | $5,154 | $4,447+15.9% | $3,558+44.9% | $4,379+17.7% |
| Participant deferral / active EE | $20,667 | $4,808+329.8% | $4,137+399.5% | $6,730+207.1% |
| Admin fee / account holder | $36,333 | $7,669+373.8% | $6,673+444.5% | $14,365+152.9% |